Activate/Inactivate a Company

In order to reduce the company list and narrow search results to only active companies, you can designate companies as Active or Inactive, and filter your search accordingly.

Note: Companies that have been inactivated will display as Inactive in the Detail title bar.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Companies.
  3. In the list, select the company to activate or inactivate.
  4. Click the Options button below the button bar.
  5. Select Activate/Inactivate File.